Portfolio management.
Performance reporting.

Photo of advisor speaking with investor on a headset while working with CircleBlack software program.

Choice and flexibility for the rest.

Unifying best-of-breed technologies for a superior advisor experience.

Conceptual photo of a man selecting which CRM, Financial Planning, Risk Analytics products to integrate with CircleBlack

CircleBlack delivers portfolio management and performance reporting, tightly integrated with your choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business.

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“CircleBlack is ‘skating to where the puck is going’, executing on their vision of bringing together best-of-breed technology to deliver the digital platform advisors need to succeed in the current and future marketplace.”

Joel Bruckenstein, Founder of the T3 Fntech Wealth Management Conference, and a strategic consultant to wealthtech firms.

“CircleBlack powers the award winning RBC BLACK technology platform which has enabled RBC to differentiate its clearing and custody technology offering. Our rapid growth has been fueled by offering broker-dealers and RIAs with advanced technology. We lead and win new business with technology.”

Noel Stave, CTO of RBC Clearing & Custody

CircleBlack is an integrated advisor hub, built on an open platform that’s fast, scalable, and easy to deploy.

Work smarter, not harder

Gain a 360-degree view of advisor and client activities
Work within a single, powerful interface
Build relationships with investor communication tools
Integrate a wide array of advisor technology solutions to work more efficiently
Customize to fit business and investor needs

Do more, because it has more

Best-of-breed technology that works for your business
Clear visibility into investments and clients
Open platform for easy scaling
Fast and easy to deploy
Superior Investor app for enhanced client engagement

There’s a CircleBlack solution tailored to your needs.

Registered Investment Advisors

Aggregators/ Tamps

Custodians

Financial Institutions